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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Post is an investment advisor representative with Ameriprise Financial Services, LLC. Joel Post has been in the industry since March 24, 1997. Joel Post is licensed in Florida. Joel Post has passed the Series 63, Series 66, Series 7, Series 55, Series 24, Series 4, Series 52TO and Series 57TO exams. Ameriprise Financial Services, LLC offers various advisory services, including financial planning, educational seminars, asset allocation services, portfolio management for individuals and businesses, and selection of other advisors. Joel Post has been associated with Ameriprise Financial Services, LLC for a long time, having worked with American Express Financial Advisors Inc., IDS Life Insurance Company, Navillus Securities, Inc., Gunnallen Financial, Inc. and JHS CAPITAL ADVISORS, LLC in the past.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
10/08/2015 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
FL
04/26/2010 - 08/24/2015
JHS CAPITAL ADVISORS, LLC (TAMPA FL)
FL
01/20/2003 - 03/31/2010
GUNNALLEN FINANCIAL, INC (TAMPA FL)
PA
02/10/1999 - 12/19/2002
NAVILLUS SECURITIES, INC. (WEST CONSHOHOCKEN PA)
MN
10/30/1996 - 12/23/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/30/1996 - 12/23/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/27/2011
Series 4 - Registered Options Principal Examination
BC
Issued 08/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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